See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,450 | $375,661-60.0% | $312,151-51.8% | $382,429-60.7% |
| Participation rate | 61.5% | 91.4%-29.8pp | 89.1%-27.5pp | 87.7%-26.2pp |
| Annual return | 9.60% | 0.11%+9.5pp | 1.82%+7.8pp | 248.85%-239.2pp |
| Employer contribution / active EE | $0 | $9,697-100.0% | $8,031-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $2,086 | $5,737-63.6% | $5,370-61.2% | $5,727-63.6% |
| Admin fee / account holder | $49,042 | $64,308-23.7% | $51,799-5.3% | $30,732+59.6% |